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- Tasks: Join our team to assist with insurance analysis, client servicing, and policy administration.
- Company: Ward & Connolly is a leading independent insurance brokerage in Columbus, Ohio.
- Benefits: Enjoy employer-paid health insurance, paid vacation, 401(k), and profit sharing.
- Why this job: Be part of a small team where your contributions directly impact our clients' financial futures.
- Qualifications: A bachelor's degree is preferred; no prior insurance knowledge needed, just a willingness to learn.
- Other info: This role offers a competitive salary and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
and the job listing Expires on August 10, 2025
Full-Time Job Accounting, Data Analytics, Economics & Finance
Ward & Connolly is an independent insurance brokerage firm based in Columbus Ohio specializing in life, disability, and long-term care insurance. Our clients include high net worth individuals and families as well as white collar professionals. We work with financial planning firms, accounting firms, banks, and law firms throughout Ohio to assist their clients with insurance and estate planning.
We are seeking a full-time in-person employee to join our three person team. Your job duties would include:
- Becoming familiar with all aspects of the business including in-force policy analysis, insurance underwriting, client servicing and policy administration.
- Establish a fundamental knowledge of insurance and its role in estate and financial planning.
- Learn our software and proprietary modules to efficiently prepare deliverables for clients and their advisors.
- Assist the lead advisor in day-to-day tasks covering many aspects of the planning process.
A qualified candidate would have:
- Bachelor’s degree from a four-year university (preferred)
- Industry licensing and/or professional designations (or be willing to get them)
- Excellent verbal and written communication skills
- Strong attention to detail and organizational skills
- Proficient with Excel
- No prior insurance or industry knowledge required
This role will play a pivotal role in the continued success and growth of our firm. The ideal candidate will thrive working independently and in a supporting role. A curiosity to learn will be important as the duties of the role grow as your industry knowledge expands.
Base Salary: $45,000 – $60,000 subject to experience and expertise.
Benefits: Employer-Paid Health Insurance, Health Savings Account (HSA), Paid Vacation, 401(k), Paid training/continuing education, Profit Sharing, Bonus
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Client Services Associate employer: Nichols College
Contact Detail:
Nichols College Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Familiarise yourself with the insurance industry, especially life, disability, and long-term care insurance. Understanding these areas will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning and insurance sectors. Attend local events or join online forums to connect with people who can provide insights about the industry and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your willingness to learn by researching the software and tools commonly used in insurance brokerage. Mentioning specific software during your conversations can set you apart as a proactive candidate.
✨Tip Number 4
Prepare thoughtful questions about the company and its operations for your interview. This shows that you are engaged and have done your homework, which can leave a positive impression on the hiring team.
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Client Services Associate position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your educational background, relevant skills, and any experience that demonstrates your attention to detail and communication abilities. Use bullet points for clarity and impact.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Ward & Connolly that attract you, and explain how your curiosity to learn and grow aligns with their needs.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Nichols College
✨Know Your Stuff
Familiarise yourself with the basics of insurance, especially life, disability, and long-term care. Understanding how these products fit into financial and estate planning will show your genuine interest in the role.
✨Showcase Your Communication Skills
Since excellent verbal and written communication is key for this position, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated in past roles or experiences.
✨Demonstrate Attention to Detail
Be ready to provide examples of how you've maintained accuracy in your work. This could be through previous jobs, academic projects, or even personal tasks that required meticulousness.
✨Express Your Willingness to Learn
Highlight your curiosity and eagerness to grow within the industry. Discuss any steps you've taken to educate yourself about insurance or related fields, as this will resonate well with the firm's focus on continuous learning.
